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Top 9 Ways to Prepare for Retirement

Financial security doesn’t happen overnight. Diligent retirement planning, goal commitment and co...

Financial Planning in your 50s, 60s, and 70s - Retirement Guide

Retirement planning has timelines that you want to keep in mind while you are planning out your financials. Let’s take a look at how to plan in your 50s, 60s...

Easy Guide to Social Security

Social Security is one of the most important institutions in our country when it comes to retirement. However, it is also an unfortunately complicated system...

How to Handle Retirement When One Spouse is Still Working

Many people think of retirement as a time for pursuing their interests or hobbies, traveling, and bettering their overall lives. However, when one spouse ret...

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When Can Seniors Stop Filing Taxes?

When can seniors stop filing taxes? Social Security doesn’t count as your gross income, so if you solely rely on it, do you still need to file a tax return?R...

The Benefits of a Financial Advisor After You Retire

Now that you’re retired, you may feel like you no longer need a financial advisor to help you make financial decisions. After all, you worked for decades to ...

How to Boost Your Retirement Savings

Do you feel as though you need a boost in your retirement savings? And, how can you ensure that you will be ready for retirement? There are a number of optio...

How Do Taxes Change in Retirement?

Taxes are different when you retire and you should be mindful of those changes. A financial advisor can help you through these adjustments. Required minimum ...

Everything You Need to Know About Making a Will

Making a will doesn’t have to be complicated, but it does need to be a valid legal document. That is, you can’t just jot who you want to leave your estate to...

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